Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,821 | $172,111+11.5% | $150,298+27.6% | $137,256+39.8% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 16.13% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,042 | $4,636-77.5% | $4,154-74.9% | $4,156-74.9% |
| Participant deferral / active EE | $3,827 | $6,166-37.9% | $5,453-29.8% | $6,407-40.3% |
| Admin fee / account holder | $1,635 | $16,471-90.1% | $14,116-88.4% | $12,270-86.7% |